The Organisation Portfolio Dashboard can be accessed in the Administration Tab, and provides a company-wide view of project financial performance. You can compare costs and claims across projects, and track key metrics over time.
Overview
The Organisation Portfolio Dashboard gives you a clear, company-wide view of how all your projects are performing. It’s designed to help you track key financials, compare jobs, and keep an eye on claims, costs, margins, and retentions - without jumping between multiple screens.
To access: Go to the Administration Tab, then select Organisation Portfolio from the left menu.
Add Filters
You can customise your view using filters to focus on the data that matters most.
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Reporting Period – View results “as at” a specific month, excluding any transactions after that date.
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Project Filters – Narrow results by branch, client, project status, key staff member, and more to compare specific business areas or roles.
Key Graphs and Tables
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Total Monthly Claims: Value of head contract claims for the month, compared with the past 12 months. Includes claims with status Prepared and above.
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Claimed vs Spent: Surplus or Deficit (Graph) – Shows if more revenue has been claimed or more costs incurred across all jobs.
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Project Summary Table: Quick snapshot by project: % complete (cost and revenue), Claimed vs Revised Contract Value, Gross vs Forecast Margin, and WIP.
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Head Contract Claim Summary: Most recent claim per project, showing amount, status, and total claimed to date.
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Claimed vs Spent (Monthly & Cumulative): Monthly and running totals of claims vs costs, with dotted lines showing forecasts. Highlights over- or under-claiming.
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Claimed vs Spent Surplus or Deficit Table: Net claim/spend position for the current and previous two months, showing top 10 surpluses and deficits.
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Invoices, Claims & Retentions: Contract value, current claim, status, invoiced amount, and retention held/released.
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Claims by Month: Monthly claims for the past 12 months, plus total claimed to date, revised contract value, % complete, and amount left to claim.
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Costs Spent by Month: Monthly spent costs for the past 12 months, plus total spent, total cost at completion, % complete, and amount left to spend.
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Head Contract Retention: Retention held, released, and balance for each project, with last claim date.
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Subcontractors Retention: Total subcontractor retention held, released, and balance per project (use subcontractor report for detailed breakdown).
FAQs
Q: Who has access to the Organisation Portfolio?
A: Only users with access to the administration tab can view the company-level dashboard.
Q: Can I filter my data by month?
A: Yes, you can filter by Reporting Period to see the data as at a certain month, excluding transactions dated after that month.
Q: Can I export these reports?
A: Yes, you can export these reports either as a PDF or a CSV depending on the report type.
To do this, click the menu at the top right of each report (the three horizontal lines). 
Still need a hand? We’re happy to help - send us an email at support@lentune.com.
Last updated: 15 April 2025